Roth Financial Group, Merritt Island, Florida

Newsletters

HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?